See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,967 | $138,044-38.4% | $125,339-32.2% | $134,475-36.8% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -17.24% | 750.33%-767.6pp | 572.05%-589.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,043 | $5,243-42.0% | $4,814-36.8% | $4,740-35.8% |
| Participant deferral / active EE | $4,893 | $7,799-37.3% | $7,446-34.3% | $6,400-23.6% |
| Admin fee / account holder | $619 | $11,571-94.6% | $10,010-93.8% | $11,426-94.6% |